Business Columnists

Since it will take up to 3 years to fulfill current data center order backlogs, I anticipate this sales and earnings momentum to persist well towards 2029.

The evidence and at least one billionaire agree.

May’s summit between Xi and Trump shows that each wants to avoid tension and manage the competition between the two nations.

Lack of a jointly signed agreement indicates that the ‘G-2’ is in a ‘new Cold War.’

There is undoubtedly a new world order emerging now, with the U.S. dominating world energy markets. Meanwhile, China’s military influence is waning.

What once looked like ordinary trade expansion has evolved into something far more consequential.

Yet China’s auto parts exports are increasing.

Despite the promise of China’s recent five-year plan to pursue an easy monetary policy, the PBOC insists on keeping what is effectively the opposite.

Beijing’s pharmaceutical dominance isn’t just an economic problem—it’s a loaded weapon pointed at every American who takes a pill.

Economist Ed Yardeni headlined this current AI-fueled rally as a surge “To Infinity and Beyond!” I agree.

Though on the surface China’s economy seems to be coping well with the fallout from the contest in the Persian Gulf, cracks have appeared.

Empower the U.S. president with rapid tariff authority for America’s existential competition with the CCP.

Although Chinese industry enjoyed a profits surge in March, it was uneven and looks likely to be short-lived.

A global battery shock could be worse than the oil crisis.

China leads the foreign rush to buy single-family homes in the United States.

Overall, investors are increasingly confident that the U.S. is the safest place in the world to invest.

Over time, the IMF has offered worthy policy advice to the authorities in Beijing, but the CCP is simply incapable of taking it.

As the CCP provides the industrial and financial lifeblood for Moscow’s war machine, the European Union is finally awakening.

China’s recent five-year plan recognized its demographic problem. The preferred solution, AI, leaves much to be desired.